Commercial Account Manager – Small Business

🕒 October 23

🇺🇸 United States – Remote

💵 $28 - $33 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 20 days.
• Jobs at this company usually fill in 32 days.
• Reposted once.

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Process applications, policies, endorsements, binders, certificates, audit requests, incoming mail, schedules, and other client-servicing items • Assist clients with policy coverage, exclusions, coverage changes, and related questions • Assist Producers and Account Executives in servicing client accounts • Research and analyze coverage and policy/contractual issues • Conduct renewal processes, including exposure analysis, market comparisons, quote evaluation, and negotiation of premium and commission rates • Prepare proposals and presentations and participate in meetings with prospective clients • Maintain client files and workflow documentation in appropriate systems • Prepare billing, invoices, and monthly expirations • Establish and maintain client relationships and promptly resolve questions and issues • Meet quality and timeliness standards in the Agency Management System • Determine marketing strategy with the Sales Team, including coverage, target pricing, and marketing decisions • Submit applications with supporting documentation and follow up on quotes and policies • Refer clients to EPIC’s Employee Benefits and Private Client Departments • Manage priorities and workflow to ensure efficient, timely, and accurate processing • Maintain effective relationships with clients, co-workers, carriers, wholesalers, vendors, and other contacts • Stay informed about industry information, products, coverages, legislation, and technology

🎯 Requirements

• High school diploma or G.E.D. equivalent required • 2 or more years of experience in a mid-size brokerage or carrier • Fire and Casualty Broker License • Valid Driver License • Working knowledge of Microsoft Office software, including word processing, spreadsheets, database, and presentation software • Ability to work in a fast-paced environment and juggle multiple competing tasks and demands • High level of interpersonal skills to handle sensitive and confidential situations • Teamwork, poise, tact, and diplomacy • Full knowledge of Property Casualty lines of coverage and services • Experience with Agency Management Systems, rating procedures, coverages, and industry operations • Advanced knowledge of Internet navigation and Microsoft Windows, Outlook, Word, and Excel • Strong attention to detail and time management abilities • Strong ability to multitask and assign priorities • Ability to work effectively with and without direct supervision • Ability to work effectively in a team environment and independently • Strong written and oral interpersonal communication skills

🏖️ Benefits

• Generous paid time off: 22 PTO days starting out for hourly/non-exempt employees • 12 company-observed paid holidays • 4 early-close days • Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • Employee referral bonus program of $1,500 per hired referral • Employee recognition programs, awards, and trips • Employee Resource Groups: Women’s Coalition and EPIC Veterans Group • Mentorship Program • Tuition Reimbursement Program • Leadership Development • Pet Insurance • Identity Theft & Fraud Protection Coverage • Legal Planning • Family Planning • Menopause & Midlife Support • 401(k) matching • Medical insurance • Dental insurance • Vision insurance • Wellness and employee assistance programs • 50/50 work culture supporting collaboration, teamwork, and an inclusive work environment • EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation

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